MISSISSIPPI HERITAGE TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

HELLEN RASH

Phone

6013540200

Tax Period

2023-01-01 to 2023-12-31

MISSISSIPPI HERITAGE TRUST, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $897K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $431K, a strong 48% operating margin.

Mission

MISSISSIPPI HERITAGE TRUST WORKS TO SAVE AND RENEW PLACES MEANINGFUL TO MISSISSIPPIANS AND THEIR HISTORY.

Program Service Accomplishments

Program 1

Expenses: $297,446 Revenue: $63,300

BOARD AND STAFF DEVELOPMENT HELD EIGHT EXECUTIVE COMMITTEE MEETINGS AND FOUR FULL BOARD MEETINGS. HELD A NEW BOARD MEMBER ORIENTATION.EDUCATIONAL OUTREACH PRINTED AND DISTRIBUTED 5,000 COPIES OF THE FALL 2023 ISSUE OF ELEVATION, THE JOURNAL OF THE MISSISSIPPI HERITAGE TRUST. WORKED WITH THE NATIONAL TRUST FOR HISTORIC PRESERVATION ON ADVOCACY FOR THE FEDERAL HISTORIC TAX CREDIT DURING PRESERVATION ADVOCACY WEEK. SPOKE WITH CIVIC GROUPS ABOUT THE MISSISSIPPI HERITAGE TRUST AND THE IMPORTANCE OF HISTORIC PRESERVATION. SPOKE WITH NUMEROUS STATEWIDE MEDIA OUTLETS ABOUT THE MISSISSIPPI HERITAGE TRUST AND PRESERVATION ISSUES. HOSTED AN ANNUAL HISTORIC PRESERVATION CONFERENCE IN PASCAGOULA. HOSTED THE ANNOUNCEMENT OF THE 10 MOST ENDANGERED HISTORIC PLACES IN MISSISSIPPI IN JACKSON. MEMBERSHIP SENT OUT MEMBERSHIP RENEWAL AND THANK-YOU LETTERS IN DECEMBER. HOSTED AN ANNUAL MEMBERSHIP MEETING.LOCAL PRESERVATION ASSISTANCE WORKED WITH COMMUNITIES ON LOCAL PRESERVATION ISSUES. PREPARED LETTERS OF SUPPORT FOR PRESERVATION ORGANIZATIONS AND PROJECTS ACROSS THE STATE, INCLUDING SUPPORTING LOCAL PRESERVATION EFFORTS, RECOMMENDING PROJECTS FOR GRANTS, ETC. ATTENDED PUBLIC MEETINGS TO ADVOCATE FOR HISTORIC PRESERVATION ISSUES.PRESERVATION PARTNERS WORKED CLOSELY WITH STATE PARTNERS INCLUDING THE MISSISSIPPI DEPARTMENT OF ARCHIVES AND HISTORY AND THE MISSISSIPPI MAIN STREET ASSOCIATION TO PROMOTE HISTORIC PRESERVATION ACROSS THE STATE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $714,232

Program Service Revenue $11,185

Investment Income $109,175

Other Revenue $62,717

TOTAL REVENUE $897,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,807

Fundraising Expenses $4,415

Program Expenses $297,446

Other Expenses $382,688

TOTAL EXPENSES $466,495

Year-over-Year Comparison

	2023	2022	Change
Revenue	$897,309	$600,780	+0.5%
Expenses	$466,495	$434,958	+0.1%
Net Income	$430,814	$165,822	+1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$75,687

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMBER MORTON	PRESIDENT	2.00	Director	$0	$0	$0
BARRY WHITE	TRUSTEE	2.00	Director	$0	$0	$0
BILL BOYKIN	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN RUTLEDGE	TRUSTEE	2.00	Director	$0	$0	$0
CELIA BARRETT	TRUSTEE	2.00	Director	$0	$0	$0
CHASE KLUGH	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS HUNTER	TRUSTEE	2.00	Director	$0	$0	$0
CINNAMON FOSTER	TRUSTEE	2.00	Director	$0	$0	$0
COREY HINSHAW	TRUSTEE	2.00	Director	$0	$0	$0
DAN LEE	TRUSTEE	2.00	Director	$0	$0	$0
DAPHINE FOSTER	TRUSTEE	2.00	Director	$0	$0	$0
DARRYL JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH AMES COLEMAN	TRUSTEE	2.00	Director	$0	$0	$0
ELLEN BOURDEAUX	TRUSTEE	2.00	Director	$0	$0	$0
GARY BASS	TRUSTEE	2.00	Director	$0	$0	$0
HARLEY CALDWELL	TRUSTEE	2.00	Director	$0	$0	$0
HEATHER DENNE	PAST PRESIDENT	2.00	Director	$0	$0	$0
JASSEN CALLENDER	TRUSTEE	2.00	Director	$0	$0	$0
KATE KENWRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
KATIE BLOUNT	TRUSTEE	2.00	Director	$0	$0	$0
KEN P'POOL	TRUSTEE	2.00	Director	$0	$0	$0
LUKE SMITH	TRUSTEE	2.00	Director	$0	$0	$0
MARY ELIZABETH EVANS	SECRETARY	2.00	Director	$0	$0	$0
MARY SANDERS CAVICCHI	TRUSTEE	2.00	Director	$0	$0	$0
MILTON CHAMBLISS	TRUSTEE	2.00	Director	$0	$0	$0
NED MITCHELL	TRUSTEE	2.00	Director	$0	$0	$0
ODIE AVERY	TRUSTEE	2.00	Director	$0	$0	$0
PAGE OGDEN	TREASURER	2.00	Director	$0	$0	$0
PAMELA DUPUY	TRUSTEE	2.00	Director	$0	$0	$0
PHILIP SHAW	TRUSTEE	2.00	Director	$0	$0	$0
SABRINA HOWARD	TRUSTEE	2.00	Director	$0	$0	$0
STEVE NAIL	TRUSTEE	2.00	Director	$0	$0	$0
THOMAS GREGORY	TRUSTEE	2.00	Director	$0	$0	$0
TRACY WARD	TRUSTEE	2.00	Director	$0	$0	$0
WILL JONES	VICE PRESIDENT	2.00	Director	$0	$0	$0
JACQUELINE BORDEAUX	TRUSTEE	2.00	Director	$0	$0	$0
GAIL CORNELL	TRUSTEE	2.00	Director	$0	$0	$0
DARRIN GRIFFIN	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT IVY	TRUSTEE	2.00	Director	$0	$0	$0
JACOB STUTZMAN	TRUSTEE	2.00	Director	$0	$0	$0
HELEN RASH	EXECUTIVE DIRECTOR-NONVOTING	40.00	Officer	$69,300	$6,387	$75,687

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$897,309	$466,495	$991,256	$430,814
2022	$600,780	$434,958	$559,427	$165,822
2021	$349,699	$339,358	$461,457	$10,341
2020	$395,224	$229,565	$465,873	$165,659
2019	$333,314	$208,887	$274,098	$124,427
2018	$238,310	$240,184	$106,561	$-1,874